Contravisory Investment Management’s Primerica PRI Stock Holding History

Contravisory Investment Management’s Portfolio PRI Stock Details PRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-55	Closed	-$13.8K	–	427
2026 Q1	$13.8K	Sell	55 -26	-32%	-$6.71K	﹤0.01%	326
2025 Q4	$20.9K	Hold	81	–	–	﹤0.01%	301
2025 Q3	$22.5K	Hold	81	–	–	﹤0.01%	302
2025 Q2	$22.2K	Hold	81	–	–	﹤0.01%	299
2025 Q1	$23K	Hold	81	–	–	﹤0.01%	294
2024 Q4	$22K	Hold	81	–	–	﹤0.01%	278
2024 Q3	$21.5K	Hold	81	–	–	﹤0.01%	278
2024 Q2	$19.2K	Sell	81 -38	-32%	-$8.62K	﹤0.01%	275
2024 Q1	$30.1K	Hold	119	–	–	0.01%	253
2023 Q4	$24.5K	Buy	+119	New	+$24.3K	0.01%	263
2018 Q1	–	Sell	-14	Closed	-$1K	–	433
2017 Q4	$1K	Hold	14	–	–	﹤0.01%	386
2017 Q3	$1K	Buy	+14	New	+$1.09K	﹤0.01%	435

Other funds holding PRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Contravisory Investment Management's PRI Position: Q2 2026 in Review

Contravisory Investment Management sold out of Primerica (PRI) in Q2 2026, closing a stake of 55 shares — an estimated $13.8K sold.

Contravisory Investment Management first reported a position in PRI in Q3 2017 and held it in 12 quarters. The position peaked at $30.1K in Q1 2024. 526 funds tracked by Wall St. Rank hold PRI as of Q2 2026.

Contravisory Investment Management reported no remaining Primerica position as of Q2 2026 after selling out during the quarter.
Contravisory Investment Management sold 55 Primerica shares in Q2 2026, an estimated $13.8K.
Contravisory Investment Management first reported a position in Primerica in Q3 2017 and held it in 12 quarters.
Contravisory Investment Management's Primerica position peaked at $30.1K in Q1 2024.
526 funds tracked by Wall St. Rank held Primerica as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.